STRATEGIC FINANCIAL GROUP, L.L.C.
Firm details
- Headquarters
- GRAND HAVEN, Michigan
- CRD number
- 316512
- Website
- www.strategicfg.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.66%
- HNWI45.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Financial Group, L.L.C. is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside managers on clients’ behalf. Its fee model combines a percentage-of-assets fee with the option of fixed fees. Strategic Financial Group does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents13%
- Exchange Traded Equities5%
Owners & executives
1 of 1CHRISTOPHER TANKE
Founder, CEO, & Financial AdvisorCRD 4994257
Contacts
2 of 2Connor Maki
Financial AdvisorCRD 7945098
STEPHANIE GREENE
Financial Advisor, Planning StrategistCRD 6443181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND HAVEN, MI
OTTAWA
Location
GRAND HAVEN, MI
Headquartered in GRAND HAVEN, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- OTTAWA
- Address
- 16964 Robbins Rd
- Time zone
- ET (UTC-5)
- Office locations
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